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Bank of New York Mellon

1,529 hedge funds and large institutions have $54.4B invested in Bank of New York Mellon in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 510 increasing their positions, 580 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+45
Holders Change %
+3.03%
% of All Funds
20.5%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
169
Increased
510
Reduced
580
Closed
92
Calls
$311M
Puts
$175M
Net Calls
+$135M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LCGC
901
Legacy Capital Group California
California
$572K -$1M -10,989 -64%
MA
902
Mutual Advisors
Nebraska
$571K +$76.5K +758 +15%
O
903
Ossiam
France
$571K +$400K +4,390 +234%
IWA
904
IVC Wealth Advisors
Pennsylvania
$569K -$8.02K -88 -1%
GC
905
Grimes & Company
Massachusetts
$566K +$17.9K +196 +3%
SWM
906
SeaCrest Wealth Management
New York
$565K +$17.9K +197 +3%
SLG
907
Stanley-Laman Group
Pennsylvania
$565K
FGA
908
Fortis Group Advisors
New Jersey
$564K -$51.3K -563 -8%
AC
909
Addison Capital
Pennsylvania
$564K +$91 +1 +0%
AIM
910
Alhambra Investment Management
Florida
$563K
OAM
911
Oppenheimer Asset Management
New York
$562K +$3.83K +42 +0.7%
TSW
912
Thompson Siegel & Walmsley
Virginia
$562K
AI
913
Atom Investors
Texas
$560K
FIM
914
Freedom Investment Management
Connecticut
$559K -$69.5K -763 -11%
OWA
915
One Wealth Advisors
California
$555K -$191K -2,093 -26%
FMLI
916
Fukoku Mutual Life Insurance
Japan
$555K -$23.7K -260 -4%
WMWM
917
Whitaker-Myers Wealth Managers
Ohio
$554K +$143K +1,572 +35%
SA
918
SRN Advisors
Pennsylvania
$551K -$54.7K -600 -9%
AWM
919
Avior Wealth Management
Nebraska
$550K -$1.18K -13 -0.2%
WF
920
Warner Financial
Maryland
$550K
IA
921
IFG Advisors
Missouri
$547K
TCA
922
Transcend Capital Advisors
New Jersey
$545K +$185K +2,036 +52%
STB
923
S&T Bank
Pennsylvania
$542K
BFA
924
Bill Few Associates
Pennsylvania
$541K -$911 -10 -0.2%
CGL
925
Clarius Group LLC
Washington
$539K -$38K -417 -7%